Portfolio Management Analyst

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is recruiting a Portfolio Management Analyst to join our Prospect Development team.  In collaboration with multiple WFAA development teams, the Portfolio Management Analyst provides prospect information and consultation in support of effective fundraising programs and activities. This position provides portfolio management support to development officers, utilizing prospect management best practices and prospect data to optimize fundraising resources. This is a hybrid position that will require you to work weekly in our Madison, WI office location.  

**Interested candidates please submit a cover letter along with your resume.** 

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

Prospect Development Consultative Services

• Consult with development clients in regular portfolio review meetings to advise on portfolio composition, and discuss portfolio activity and prospect identification needs.
• Partner with new Development Directors and Prospect Identification Analyst team to assist in establishing portfolios.
• Collaborate with Prospect Development Team members to identify, evaluate, and recommend assignments and qualifications of the University’s top prospects.
• Coordinate with business intelligence and analytics teams to deploy systems to help enhance prospect management strategies and reporting for success in all stages of development.

Prospect Management Duties

• Implement prospect management strategies, business processes, and protocols, specifically, those activities focused on informing and motivating prospect activity.
• Serve as subject matter expert on prospect management policies and system processes, providing training to development clients as needed.
• Develop, document, and maintain a schedule of regular data audit tasks to ensure that prospect management data is optimized for portfolio management and organizational reporting.

Prospect Qualification Duties 

• Research new prospects using experience and judgment to qualify prospects for major gift development. The review process includes capacity verification, demographic updates, broad interest, and philanthropic history and provides rationale for unit assignment.

Participate as a member of the Prospect Development Team

• Attend and participate in regular research meetings and offsites.
• Share best practices and provide training for research colleagues.
• Attend and participate in development group meetings regularly.
• Lead or participate in strategic planning and priority team projects.
• Recommend research information sources and other tools for subscription renewal, new purchase, or as an addition to regularly used free web sources.
• Participate in organization-wide task forces or other appropriate groups.

Professional Development

• Participate in at least one appropriate professional development conference, continuing education course, or workshop per year.
• Present information on prospect development functions during staff training and orientation sessions.
• When applicable, share prospect development expertise with development officers and researchers at other organizations.

Required Qualifications:

• Bachelor’s degree or equivalent professional work experience.
• 1+ year(s)’ experience in prospect research, prospect management, development, or information field.
• Experience with MS office products, particularly Word and Excel; and capacity to become fluent in SQL, Salesforce, and Power BI is required.
• Understanding of information management in a database structure, particularly the ability to store, manipulate and retrieve data.
• Ability and expertise in discerning data quality discrepancies that require further investigation.
• Experience with SQL and/or relational databases to perform queries and create reports (working knowledge of Salesforce and/or Microsoft Access or similar preferred).
• Demonstrated interest, or application, of Artificial Intelligence (AI) tools.

Other Qualifications:

• Advanced degree.
• Understanding of basic financial principles.

At WFAA, we are dedicated to creating an inspiring, creative, and respectful work environment for our employees. We offer competitive pay and an outstanding benefits program, including a generous 10% 401k contribution after just one year of service! Join us and be part of a team that values your growth and well-being. Click here to learn more about our employee benefits! 

*The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association (advanceuw.org) is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.